Committee on Professional Responsibility & Conduct
Notice and Agenda
Friday, February 26, 2021
10:00 a.m. - 4:30 p.m.
Conference Call

The State Bar of California

Questions regarding any agenda item should be directed to the Committee Coordinator(s), Andrew Tuft at 415-538-2172 or Chair, Dena Roche at 415-538-2172. Committee members are requested to notify the Committee Coordinator as early as possible in advance of the meeting if they wish to remove any item/s from the consent agenda.

Committee Members: Kenneth Bacon, Sarah Banola, Stephen Bundy, David Carr, Justin Fields, Tobi Inlender, Adam Koss, Brandon Krueger, Amber Lee, Joel Mark, Kyla Rowe, Hunter Starr.
The order of business is approximate and subject to change.

Members of the public may access this meeting as follows:
Zoom: https://calbar.zoom.us/j/99427292220
Call-In Number: 669-900-9128
Webinar ID: 994-2729-2220

Open Session

A. Chair's Report
1. Roll Call
2. Public Comment
3. Announcements
4. Staff Report
5. Approval of Open Session Action Summary from the January 8, 2021 Meeting
A. Chair's Report
5. 01-08-21 Meeting Action Summary
B. Discussion and Possible Approval of Draft Opinions Previously Circulated for Public Comment
1. 13-0002 [re Attorney with a Vulnerable Client]
B. Discussion and Possible Approval of Draft Opinions Previously Circulated for Public Comment
1. 13-0002 Client with Diminished Capacity
C. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
1. 19-0003 [re Improper Contract Provisions]
C. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
1. 19-0003 Improper Contract Provisions
2. 19-0004 [re Client File Release and Retention Duties]
3. 20-0001 [re Lawyer as Expert Witness]
C. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
3. 20-0001 Lawyer as Expert
4. 20-0002 [re Succession Planning]
C. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
4. 20-0002 Succession Planning Revisions
5. 20-0003 [re Flat Fees and Termination]
6. 20-0004 [re Ethical Obligations when Working Remotely]
C. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
6. 20-0004 Ethical Obligations when Working Remotely
7. 20-0005 [re Contingency Fee Agreements and Earning an Hourly Rate When Terminated]
C. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
7. 20-0005 Contingency Fee Agreements
D. Discussion and Possible Approval of Arbitration Advisories Previously Circulated for Public Comment
1. 2020-0XB [re Arbitration Advisory on Costs]
D. Discussion and Possible Approval of Arbitration Advisories Previously Circulated for Public Comment
1. 2020-0XB Handling Disputes Regardng Costs and Expenses
E. Oral Report on Opinions Currently Circulating for Public Comment
1. 14-0001 [re Colleague Impairment]
E. Oral Report on Opinions Currently Circulating for Public Comment
1. 14-0001 Colleague Impairment
2. 17-0003 [re Duty of Confidentiality to Prospective Client]
E. Oral Report on Opinions Currently Circulating for Public Comment
2. 17-0003 Duty of Confidentiality to Prospective Client
F. Discussion of Special Projects
1. Ethics Symposium Planning
2. Outreach Working Group Report
Closed Session

None

In compliance with the Americans with Disabilities Act, those requiring modifications or accommodations to observe and address this meeting should notify Lauren McCurdy at 415-538-2107. Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations at this meeting.

The notice and agenda is available at: http://board.calbar.ca.gov/Committees.aspx.